fraim-framework 2.0.55 → 2.0.56

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (126) hide show
  1. package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
  2. package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
  3. package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
  4. package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
  5. package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
  6. package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
  7. package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
  8. package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
  9. package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
  10. package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
  11. package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
  12. package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
  13. package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
  14. package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
  15. package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
  16. package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
  17. package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
  18. package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
  19. package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
  20. package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
  21. package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
  22. package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
  23. package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
  24. package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
  25. package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
  26. package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
  27. package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
  28. package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
  29. package/dist/registry/templates/evidence/Implementation-BugEvidence.md +94 -0
  30. package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +129 -0
  31. package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
  32. package/dist/registry/templates/help/HelpNeeded.md +14 -0
  33. package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
  34. package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
  35. package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
  36. package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
  37. package/dist/registry/templates/legal/review-report-template.md +198 -0
  38. package/dist/registry/templates/legal/saas-terms-template.md +174 -0
  39. package/dist/registry/templates/legal/sow-template.md +117 -0
  40. package/dist/registry/templates/legal/template-variables.md +131 -0
  41. package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
  42. package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
  43. package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
  44. package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
  45. package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
  46. package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
  47. package/dist/registry/templates/replicate/use-cases-template.md +88 -0
  48. package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
  49. package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
  50. package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
  51. package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
  52. package/dist/registry/workflows/bootstrap/create-architecture.md +38 -0
  53. package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
  54. package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
  55. package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
  56. package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
  57. package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +165 -0
  58. package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
  59. package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
  60. package/dist/registry/workflows/business-development/price-product.md +325 -0
  61. package/dist/registry/workflows/compliance/detect-compliance-requirements.md +78 -0
  62. package/dist/registry/workflows/compliance/generate-audit-evidence.md +75 -0
  63. package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
  64. package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
  65. package/dist/registry/workflows/customer-development/insight-triage.md +938 -0
  66. package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
  67. package/dist/registry/workflows/customer-development/linkedin-outreach.md +593 -0
  68. package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
  69. package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
  70. package/dist/registry/workflows/customer-development/user-survey-dispatch.md +60 -0
  71. package/dist/registry/workflows/customer-development/users-to-target.md +112 -0
  72. package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
  73. package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
  74. package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
  75. package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
  76. package/dist/registry/workflows/learning/build-skillset.md +212 -0
  77. package/dist/registry/workflows/learning/synthesize-learnings.md +284 -0
  78. package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
  79. package/dist/registry/workflows/legal/nda.md +69 -0
  80. package/dist/registry/workflows/legal/patent-filing.md +76 -0
  81. package/dist/registry/workflows/legal/saas-contract-development.md +213 -0
  82. package/dist/registry/workflows/legal/trademark-filing.md +77 -0
  83. package/dist/registry/workflows/marketing/content-creation.md +37 -0
  84. package/dist/registry/workflows/marketing/convert-to-pdf.md +235 -0
  85. package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
  86. package/dist/registry/workflows/marketing/domain-registration.md +323 -0
  87. package/dist/registry/workflows/marketing/hbr-article.md +73 -0
  88. package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
  89. package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
  90. package/dist/registry/workflows/marketing/storytelling.md +65 -0
  91. package/dist/registry/workflows/performance/analyze-performance.md +65 -0
  92. package/dist/registry/workflows/product-building/design.md +103 -0
  93. package/dist/registry/workflows/product-building/implement.md +74 -0
  94. package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
  95. package/dist/registry/workflows/product-building/prep-issue.md +41 -0
  96. package/dist/registry/workflows/product-building/prototype.md +65 -0
  97. package/dist/registry/workflows/product-building/resolve.md +168 -0
  98. package/dist/registry/workflows/product-building/retrospect.md +86 -0
  99. package/dist/registry/workflows/product-building/spec.md +181 -0
  100. package/dist/registry/workflows/product-building/test.md +125 -0
  101. package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
  102. package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
  103. package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
  104. package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
  105. package/dist/registry/workflows/replicate/replicate-to-issues.md +324 -0
  106. package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +638 -0
  107. package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +675 -0
  108. package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
  109. package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
  110. package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
  111. package/dist/src/ai-manager/ai-manager.js +4 -6
  112. package/dist/tests/test-users-to-target-workflow.js +2 -2
  113. package/package.json +1 -1
  114. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-customer-profiling.md +0 -11
  115. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase1-survey-scoping.md +0 -11
  116. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-platform-discovery.md +0 -11
  117. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase2-survey-build-linkedin.md +0 -11
  118. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-prospect-qualification.md +0 -11
  119. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase3-survey-build-reddit.md +0 -11
  120. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-inventory-compilation.md +0 -11
  121. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase4-survey-build-x.md +0 -11
  122. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase5-survey-build-facebook.md +0 -11
  123. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase6-survey-build-custom.md +0 -11
  124. package/registry/stubs/workflows/customer-development/ai-coach-phases/phase7-survey-dispatch.md +0 -11
  125. package/registry/stubs/workflows/customer-development/templates/customer-persona-template.md +0 -11
  126. package/registry/stubs/workflows/customer-development/templates/search-strategy-template.md +0 -11
@@ -0,0 +1,372 @@
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+ # Template: Provisional Patent Application
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+
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+ Use this template to conduct prior art research and create comprehensive provisional patent applications.
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+
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+ ## Invention Overview
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+ - **Invention Name**:
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+ - **Inventor(s)**:
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+ - **Filing Date**:
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+ - **Priority Claim**: [If applicable]
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+ - **Technology Field**:
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+ - **Commercial Application**:
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+
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+ ## Step 1: Invention Disclosure
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+
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+ ### Problem Statement
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+ **What problem does this invention solve?**
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+
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+
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+ **Why is this problem important?**
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+
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+
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+ **What are the limitations of existing solutions?**
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+
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+
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+ ### Solution Overview
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+ **How does your invention solve the problem?**
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+
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+
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+ **What makes your solution unique?**
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+
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+
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+ **What are the key technical innovations?**
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+
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+
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+ ### Technical Details
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+ **Core Technology Components:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ **Implementation Details:**
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+
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+
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+ **Technical Specifications:**
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+
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+
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+ ## Step 2: Prior Art Search
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+
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+ ### Search Strategy
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+ **Keywords Used:**
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+ - Primary:
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+ - Secondary:
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+ - Technical terms:
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+
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+ **Databases Searched:**
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+ - [ ] USPTO Patent Database
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+ - [ ] Google Patents
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+ - [ ] European Patent Office (EPO)
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+ - [ ] World Intellectual Property Organization (WIPO)
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+ - [ ] Academic databases (IEEE, ACM, etc.)
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+ - [ ] Industry publications
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+ - [ ] Commercial product research
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+
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+ ### Prior Art Analysis
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+
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+ #### Patent References
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+ **Patent 1:**
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+ - **Number**:
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+ - **Title**:
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+ - **Inventor**:
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+ - **Date**:
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+ - **Relevance**:
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+ - **Key Differences**:
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+
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+ **Patent 2:**
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+ - **Number**:
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+ - **Title**:
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+ - **Inventor**:
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+ - **Date**:
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+ - **Relevance**:
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+ - **Key Differences**:
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+
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+ **Patent 3:**
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+ - **Number**:
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+ - **Title**:
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+ - **Inventor**:
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+ - **Date**:
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+ - **Relevance**:
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+ - **Key Differences**:
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+
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+ #### Non-Patent Literature
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+ **Reference 1:**
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+ - **Title**:
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+ - **Author**:
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+ - **Publication**:
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+ - **Date**:
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+ - **Relevance**:
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+ - **Key Differences**:
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+
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+ **Reference 2:**
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+ - **Title**:
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+ - **Author**:
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+ - **Publication**:
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+ - **Date**:
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+ - **Relevance**:
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+ - **Key Differences**:
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+
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+ #### Commercial Products
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+ **Product 1:**
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+ - **Name**:
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+ - **Company**:
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+ - **Description**:
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+ - **Key Differences**:
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+
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+ **Product 2:**
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+ - **Name**:
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+ - **Company**:
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+ - **Description**:
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+ - **Key Differences**:
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+
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+ ## Step 3: Patentability Analysis
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+
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+ ### Novelty Assessment
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+ **Is the invention new?**
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+ - [ ] Yes - No identical prior art found
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+ - [ ] Partially - Some elements are new
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+ - [ ] No - Identical solution exists
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+
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+ **Novel Aspects:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ ### Non-Obviousness Analysis
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+ **Would the invention be obvious to a skilled practitioner?**
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+ - [ ] Non-obvious - Significant technical advance
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+ - [ ] Questionable - Some obvious elements
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+ - [ ] Obvious - Incremental improvement
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+
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+ **Non-Obvious Elements:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ **Technical Advantages:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ ### Utility Assessment
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+ **Practical Applications:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ **Commercial Value:**
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+ - Market size:
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+ - Potential revenue:
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+ - Competitive advantage:
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+
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+ ### Subject Matter Eligibility
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+ **Patent Category:**
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+ - [ ] Process/Method
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+ - [ ] Machine/System
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+ - [ ] Manufacture/Product
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+ - [ ] Composition of Matter
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+
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+ **Abstract Idea Concerns:**
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+ - [ ] None - Clearly technical
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+ - [ ] Some - Requires careful claiming
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+ - [ ] Significant - May need alternative approach
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+
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+ ## Step 4: Competitive Analysis
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+
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+ ### Competitor Patent Portfolios
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+ **Competitor 1:**
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+ - **Company**:
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+ - **Relevant Patents**:
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+ - **Patent Strategy**:
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+ - **Potential Conflicts**:
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+
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+ **Competitor 2:**
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+ - **Company**:
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+ - **Relevant Patents**:
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+ - **Patent Strategy**:
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+ - **Potential Conflicts**:
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+
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+ ### Freedom to Operate
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+ **Potential Infringement Risks:**
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+ - [ ] Low risk - Clear design-around options
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+ - [ ] Medium risk - Some potential conflicts
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+ - [ ] High risk - Significant blocking patents
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+
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+ **Mitigation Strategies:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ ### Strategic Value
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+ **Patent Portfolio Benefits:**
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+ - [ ] Defensive protection
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+ - [ ] Offensive licensing opportunities
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+ - [ ] Market positioning
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+ - [ ] Investment/acquisition value
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+
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+ ## Step 5: Claims Development
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+
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+ ### Independent Claims
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+
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+ **Claim 1 (Broadest):**
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+ A method for [invention description], comprising:
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+ (a) [first step];
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+ (b) [second step];
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+ (c) [third step];
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+ wherein [key limitation].
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+
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+ **Claim 2 (System/Apparatus):**
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+ A system for [invention description], comprising:
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+ (a) [first component] configured to [function];
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+ (b) [second component] configured to [function];
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+ (c) [third component] configured to [function];
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+ wherein [key limitation].
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+
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+ ### Dependent Claims
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+
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+ **Claim 3:**
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+ The method of claim 1, wherein [additional limitation].
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+
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+ **Claim 4:**
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+ The method of claim 1, wherein [alternative embodiment].
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+
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+ **Claim 5:**
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+ The system of claim 2, wherein [additional feature].
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+
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+ **Claim 6:**
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+ The system of claim 2, further comprising [additional component].
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+
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+ ### Fallback Claims
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+ **Narrower Claims for Prosecution:**
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+ 1.
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+ 2.
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+ 3.
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+
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+ ## Step 6: Provisional Patent Application
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+
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+ ---
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+
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+ # PROVISIONAL PATENT APPLICATION
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+
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+ **Title**: [Invention Title]
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+
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+ **Inventor(s)**: [Full Names and Addresses]
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+
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+ **Filed**: [Date]
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+
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+ ## FIELD OF THE INVENTION
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+
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+ This invention relates to [technical field], and more particularly to [specific area of innovation].
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+
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+ ## BACKGROUND OF THE INVENTION
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+
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+ [Describe the technical problem, existing solutions, and their limitations. Reference prior art found in research.]
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+
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+ The prior art includes several approaches to [problem area]:
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+
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+ [Patent Reference 1] discloses [description], but suffers from [limitations].
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+
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+ [Patent Reference 2] describes [description], however [limitations].
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+
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+ Commercial solutions such as [product] provide [functionality] but are limited by [constraints].
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+
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+ Therefore, there remains a need for [solution that your invention provides].
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+
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+ ## SUMMARY OF THE INVENTION
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+
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+ The present invention provides [brief description of solution] that overcomes the limitations of the prior art.
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+
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+ In one embodiment, the invention comprises [key elements of main embodiment].
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+
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+ In another embodiment, [alternative embodiment].
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+ The invention provides several advantages over the prior art, including:
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+ - [Advantage 1]
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+ - [Advantage 2]
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+ - [Advantage 3]
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+
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+ ## BRIEF DESCRIPTION OF THE DRAWINGS
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+
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+ Figure 1 shows [description]
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+ Figure 2 illustrates [description]
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+ Figure 3 depicts [description]
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+
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+ ## DETAILED DESCRIPTION OF THE INVENTION
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+
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+ [Provide comprehensive technical description of the invention, including all embodiments, variations, and implementation details. Reference the drawings and explain how the invention works.]
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+
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+ ### Overview
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+ [High-level description of the invention]
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+
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+ ### System Architecture
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+ [Detailed description of system components and their interactions]
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+
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+ ### Method Steps
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+ [Detailed description of process steps and their implementation]
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+
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+ ### Alternative Embodiments
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+ [Description of variations and alternative implementations]
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+
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+ ### Technical Advantages
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+ [Explanation of how the invention provides technical improvements]
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+
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+ ## CLAIMS
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+
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+ 1. [Independent Claim 1 - Method]
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+
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+ 2. [Independent Claim 2 - System]
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+
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+ 3. [Dependent Claim 3]
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+ 4. [Dependent Claim 4]
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+ 5. [Dependent Claim 5]
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+ 6. [Dependent Claim 6]
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+ [Continue with additional claims as developed above]
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+
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+ ---
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+
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+ ## Filing Checklist
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+ - [ ] Prior art search completed
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+ - [ ] Patentability analysis favorable
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+ - [ ] Claims drafted and reviewed
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+ - [ ] Specification complete and detailed
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+ - [ ] Drawings prepared (if applicable)
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+ - [ ] Inventor information verified
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+ - [ ] Filing fee calculated
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+ - [ ] USPTO forms prepared
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+
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+ ## Strategic Recommendations
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+
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+ ### Filing Strategy
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+ **Recommendation**: [File provisional / File utility / Do not file]
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+
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+ **Reasoning**:
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+
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+
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+ ### Timeline
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+ - **Provisional Filing**: [Date]
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+ - **Utility Conversion Deadline**: [Date + 12 months]
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+ - **International Filing Deadline**: [Date + 12 months]
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+
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+ ### Budget Considerations
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+ - **Provisional Filing Cost**: $320-$1,600 (depending on entity size)
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+ - **Utility Application Cost**: $1,600-$8,000+ (including attorney fees)
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+ - **International Filing Cost**: $10,000-$50,000+ (per jurisdiction)
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+
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+ ### Next Steps
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+ 1.
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+ 2.
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+ 3.
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+
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+ ## Record Keeping
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+ - **File Location**: `docs/legal/patents/{invention-name}-{date}-provisional.md`
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+ - **USPTO Application Number**: [When assigned]
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+ - **Filing Date**:
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+ - **Priority Date**:
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+ - **Conversion Deadline**:
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+ - **Follow-up Required**:
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+
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+ ## Notes
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+ [Add any specific considerations, alternative strategies, or special circumstances for this patent application]
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+ # Template: Trademark Application
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+
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+ Use this template to conduct trademark searches and create comprehensive trademark applications.
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+
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+ ## Trademark Overview
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+ - **Mark Name/Description**:
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+ - **Applicant**:
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+ - **Filing Date**:
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+ - **Application Type**: [Intent-to-Use / Use-in-Commerce]
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+ - **Mark Type**: [Word Mark / Design Mark / Combined Mark]
11
+ - **Priority Claim**: [If applicable]
12
+
13
+ ## Step 1: Trademark Identification
14
+
15
+ ### Primary Mark
16
+ **Mark**:
17
+ **Type**: [Word / Design / Combined / Trade Dress / Sound]
18
+ **Description**:
19
+ **Colors (if claimed)**:
20
+ **Font/Style (if relevant)**:
21
+
22
+ ### Related Marks
23
+ **Mark 1**:
24
+ **Relationship**: [Variation / Logo version / Slogan]
25
+
26
+ **Mark 2**:
27
+ **Relationship**: [Variation / Logo version / Slogan]
28
+
29
+ ### Goods and Services
30
+ **Primary Business**:
31
+ **Target Markets**:
32
+ **Distribution Channels**:
33
+ **Future Expansion Plans**:
34
+
35
+ ## Step 2: Comprehensive Trademark Search
36
+
37
+ ### Search Strategy
38
+ **Search Terms Used:**
39
+ - Exact match:
40
+ - Phonetic variations:
41
+ - Visual similarities:
42
+ - Meaning equivalents:
43
+ - Truncated versions:
44
+
45
+ **Databases Searched:**
46
+ - [ ] USPTO TESS (Trademark Electronic Search System)
47
+ - [ ] State trademark databases
48
+ - [ ] Common law sources (business directories, web search)
49
+ - [ ] Domain name registries
50
+ - [ ] Social media platforms
51
+ - [ ] WIPO Global Brand Database
52
+ - [ ] European Union Intellectual Property Office (EUIPO)
53
+ - [ ] Canadian Intellectual Property Office (CIPO)
54
+
55
+ ### Search Results Analysis
56
+
57
+ #### Federal Trademark Conflicts
58
+
59
+ **Conflicting Mark 1:**
60
+ - **Mark**:
61
+ - **Registration Number**:
62
+ - **Owner**:
63
+ - **Status**: [Registered / Pending / Abandoned]
64
+ - **Classes**:
65
+ - **Goods/Services**:
66
+ - **Conflict Level**: [High / Medium / Low]
67
+ - **Analysis**:
68
+
69
+ **Conflicting Mark 2:**
70
+ - **Mark**:
71
+ - **Registration Number**:
72
+ - **Owner**:
73
+ - **Status**: [Registered / Pending / Abandoned]
74
+ - **Classes**:
75
+ - **Goods/Services**:
76
+ - **Conflict Level**: [High / Medium / Low]
77
+ - **Analysis**:
78
+
79
+ **Conflicting Mark 3:**
80
+ - **Mark**:
81
+ - **Registration Number**:
82
+ - **Owner**:
83
+ - **Status**: [Registered / Pending / Abandoned]
84
+ - **Classes**:
85
+ - **Goods/Services**:
86
+ - **Conflict Level**: [High / Medium / Low]
87
+ - **Analysis**:
88
+
89
+ #### State Trademark Conflicts
90
+ **State Mark 1:**
91
+ - **Mark**:
92
+ - **State**:
93
+ - **Owner**:
94
+ - **Goods/Services**:
95
+ - **Conflict Assessment**:
96
+
97
+ #### Common Law Rights
98
+ **Common Law Use 1:**
99
+ - **Mark**:
100
+ - **User**:
101
+ - **Geographic Area**:
102
+ - **Goods/Services**:
103
+ - **Evidence**:
104
+ - **Conflict Assessment**:
105
+
106
+ #### Domain Names
107
+ **Domain Conflicts:**
108
+ - .com: [Available / Taken by: ]
109
+ - .net: [Available / Taken by: ]
110
+ - .org: [Available / Taken by: ]
111
+ - Industry-specific TLDs:
112
+
113
+ #### Social Media
114
+ **Handle Availability:**
115
+ - Twitter: [Available / Taken by: ]
116
+ - Instagram: [Available / Taken by: ]
117
+ - Facebook: [Available / Taken by: ]
118
+ - LinkedIn: [Available / Taken by: ]
119
+
120
+ ## Step 3: Registrability Analysis
121
+
122
+ ### Distinctiveness Assessment
123
+ **Mark Strength Category:**
124
+ - [ ] Arbitrary/Fanciful (Strongest)
125
+ - [ ] Suggestive (Strong)
126
+ - [ ] Descriptive (Weak - needs secondary meaning)
127
+ - [ ] Generic (Unprotectable)
128
+
129
+ **Distinctiveness Analysis:**
130
+
131
+
132
+ **Secondary Meaning Evidence (if descriptive):**
133
+ - Length of use:
134
+ - Advertising expenditure:
135
+ - Sales volume:
136
+ - Consumer recognition:
137
+
138
+ ### Likelihood of Confusion Analysis
139
+ **DuPont Factors Assessment:**
140
+
141
+ 1. **Similarity of Marks**:
142
+ 2. **Similarity of Goods/Services**:
143
+ 3. **Trade Channels**:
144
+ 4. **Consumer Sophistication**:
145
+ 5. **Mark Strength**:
146
+ 6. **Intent**:
147
+ 7. **Actual Confusion**:
148
+
149
+ **Overall Likelihood of Confusion**: [High / Medium / Low]
150
+
151
+ ### Absolute Bars to Registration
152
+ **Potential Issues:**
153
+ - [ ] Merely descriptive
154
+ - [ ] Deceptively misdescriptive
155
+ - [ ] Geographically descriptive
156
+ - [ ] Primarily a surname
157
+ - [ ] Scandalous or immoral
158
+ - [ ] Disparaging
159
+ - [ ] Government symbols
160
+ - [ ] Functional design
161
+
162
+ **Analysis**:
163
+
164
+ ## Step 4: Goods and Services Classification
165
+
166
+ ### International Classification Research
167
+ **Primary Class(es):**
168
+ - **Class**:
169
+ - **Description**:
170
+ - **Rationale**:
171
+
172
+ **Secondary Class(es):**
173
+ - **Class**:
174
+ - **Description**:
175
+ - **Rationale**:
176
+
177
+ ### Goods/Services Descriptions
178
+
179
+ **Class [Number]:**
180
+ **Acceptable Description**:
181
+
182
+
183
+ **Class [Number]:**
184
+ **Acceptable Description**:
185
+
186
+
187
+ **Class [Number]:**
188
+ **Acceptable Description**:
189
+
190
+
191
+ ### Strategic Considerations
192
+ **Broad vs. Narrow Strategy**:
193
+ **Future Expansion Classes**:
194
+ **Defensive Registrations**:
195
+
196
+ ## Step 5: Filing Strategy
197
+
198
+ ### Application Type
199
+ **Recommendation**: [Intent-to-Use / Use-in-Commerce]
200
+ **Reasoning**:
201
+
202
+ ### Use Evidence (if Use-in-Commerce)
203
+ **First Use Date**:
204
+ **First Use in Commerce Date**:
205
+ **Specimen Type**: [Label / Packaging / Advertisement / Website]
206
+ **Specimen Description**:
207
+
208
+ ### International Strategy
209
+ **Madrid Protocol Filing**: [Yes / No]
210
+ **Target Countries**:
211
+ **Priority Strategy**:
212
+ **Budget Considerations**:
213
+
214
+ ### Timeline
215
+ **Filing Date**:
216
+ **Response Deadlines**:
217
+ **Use Deadline (if ITU)**:
218
+ **Registration Timeline**:
219
+
220
+ ## Step 6: Trademark Application
221
+
222
+ ---
223
+
224
+ # TRADEMARK APPLICATION
225
+
226
+ **APPLICANT INFORMATION**
227
+ Name:
228
+ Address:
229
+ Entity Type: [Individual / Corporation / LLC / Partnership]
230
+ State/Country of Organization:
231
+ Citizenship:
232
+
233
+ **MARK INFORMATION**
234
+ Mark:
235
+ Mark Type: [Standard Character / Stylized/Design / Sound]
236
+ Description of Mark:
237
+ Colors Claimed: [None / Specify colors]
238
+
239
+ **GOODS AND SERVICES**
240
+
241
+ **International Class [Number]:**
242
+ [Detailed description of goods/services]
243
+
244
+ **International Class [Number]:**
245
+ [Detailed description of goods/services]
246
+
247
+ **BASIS FOR FILING**
248
+ - [ ] Section 1(a) - Use in Commerce
249
+ - Date of First Use:
250
+ - Date of First Use in Commerce:
251
+ - Specimen: [Attached/Described]
252
+
253
+ - [ ] Section 1(b) - Intent to Use
254
+ - Statement: Applicant has a bona fide intention to use the mark in commerce
255
+
256
+ **DECLARATION**
257
+ The undersigned, being hereby warned that willful false statements and the like so made are punishable by fine or imprisonment, or both, under 18 U.S.C. §1001, and that such willful false statements may jeopardize the validity of the application or any resulting registration, declares that:
258
+
259
+ - The applicant is the owner of the trademark/service mark sought to be registered
260
+ - The mark is in use in commerce / applicant has a bona fide intention to use the mark in commerce
261
+ - The facts set forth in this application are true
262
+ - No other person has the right to use the mark in commerce
263
+
264
+ **SIGNATURE**
265
+ Signature: _________________________
266
+ Print Name:
267
+ Title:
268
+ Date:
269
+
270
+ ---
271
+
272
+ ## Filing Checklist
273
+ - [ ] Trademark search completed
274
+ - [ ] Registrability analysis favorable
275
+ - [ ] Goods/services descriptions finalized
276
+ - [ ] Specimens prepared (if use-based)
277
+ - [ ] Application forms completed
278
+ - [ ] Filing fees calculated
279
+ - [ ] USPTO account set up
280
+ - [ ] Power of attorney (if using attorney)
281
+
282
+ ## Strategic Recommendations
283
+
284
+ ### Filing Recommendation
285
+ **Recommendation**: [File application / Modify mark / Do not file]
286
+ **Reasoning**:
287
+
288
+ ### Risk Assessment
289
+ **Likelihood of Success**: [High / Medium / Low]
290
+ **Primary Risks**:
291
+ **Mitigation Strategies**:
292
+
293
+ ### Brand Protection Strategy
294
+ **Additional Protections Needed**:
295
+ - [ ] Domain name registration
296
+ - [ ] Social media handles
297
+ - [ ] Copyright registration (for logos)
298
+ - [ ] Trade dress protection
299
+ - [ ] International filings
300
+
301
+ ### Budget and Timeline
302
+ **USPTO Filing Fees**: $250-$350 per class
303
+ **Attorney Fees**: $1,000-$3,000
304
+ **Total Estimated Cost**:
305
+ **Expected Timeline**: 8-12 months for registration
306
+
307
+ ### Maintenance Requirements
308
+ **Section 8 Declaration**: Years 5-6
309
+ **Section 9 Renewal**: Years 9-10
310
+ **Subsequent Renewals**: Every 10 years
311
+
312
+ ## Record Keeping
313
+ - **File Location**: `docs/legal/trademarks/{mark-name}-{date}-application.md`
314
+ - **USPTO Serial Number**: [When assigned]
315
+ - **Filing Date**:
316
+ - **Registration Number**: [When registered]
317
+ - **Registration Date**:
318
+ - **Renewal Dates**:
319
+ - **Follow-up Required**:
320
+
321
+ ## International Considerations
322
+
323
+ ### Madrid Protocol Strategy
324
+ **Target Countries**:
325
+ **Filing Timeline**:
326
+ **Estimated Costs**:
327
+ **Local Counsel Requirements**:
328
+
329
+ ### Country-Specific Issues
330
+ **Country 1**:
331
+ **Specific Requirements**:
332
+ **Local Conflicts**:
333
+
334
+ **Country 2**:
335
+ **Specific Requirements**:
336
+ **Local Conflicts**:
337
+
338
+ ## Notes
339
+ [Add any specific considerations, alternative strategies, or special circumstances for this trademark application]